DOSSIER · 13F Holders · Q3 2026

MORGAN STANLEY 4.250 DP PFD O

5 institutions still hold MORGAN STANLEY 4.250 DP PFD O as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 61762V861·5 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$1M
visible holders
Holders
5
filers reporting
Concentration
87.28%
Atlas Wealth LLC #1
top holder share
AI Holders Summary · Q3 2026

5 institutions reported MORGAN STANLEY 4.250 DP PFD O in Q3 2026. Atlas Wealth LLC leads at 87.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Atlas Wealth LLC
CIK 0001964106
$1M84K0.18%Q3 2026
02
McMillan Office, Inc.
CIK 0002109205
$108K7K0.01%Q3 2026
03
First Command Advisory Services, Inc.
CIK 0001727336
$58K4K0.00%Q3 2026
04
THOMPSON INVESTMENT MANAGEMENT, INC.
CIK 0001277279
$15K1K0.00%Q3 2026
05
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$8K5120.00%Q3 2026